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The role of super in estate planning and issues upon death paper

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 19 Aug 10 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • obstacles to use of SMSF for effective estate planning
  • payment of death benefits
  • allocation of contributions
  • use of reserves.

Author profiles

Paul Banister CTA
Photo of author, Paul BANISTER Paul is a Chartered Accountant and a Partner at Grant Thornton, leading their tax division in Brisbane. He has over 30 years’ experience working with clients to help them navigate through complex and potentially risky tax and commercial issues. His expertise includes domestic and international tax planning, transaction advisory and support, superannuation structuring and advice, succession planning and estate planning. Paul has presented at many professional and business forums, both in Australia and internationally. He is a contributing author to Thomson Reuter’s Financial Planning Handbook. Paul is also the recipient of The Tax Institute’s SME Tax Adviser of the Year Award for 2016. - Current at 15 March 2021
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Linda FARMER
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This was presented at 18th National Tax Intensive Retreat .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Challenging a trustee's decision to pay a superannuation death benefit

Author(s):  Bernie O'SULLIVAN

Materials from this session:

Discretionary trusts: Control v ownerhip

Author(s):  Jeffrey CHANG

Materials from this session:

Trusting into the future

Author(s):  Tony RIORDAN

Materials from this session:

Passing control of a business on insurable exit events - Ensuring fair outcomes

Author(s):  Matthew BURGESS

Materials from this session:

The role of super in estate planning and issues upon death

Author(s):  Paul BANISTER,  Linda FARMER

Materials from this session:

Protecting the family assets (trusts and divorce)

Author(s):  Arlene MACDONALD

Materials from this session:

Trusts - Extending the vesting date

Author(s):  Michael BUTLER

Materials from this session:

Further details about this event:

 

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